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355 hedge funds and large institutions have $8.36B invested in XPO in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 137 increasing their positions, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 41

52% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 90

27.95% more ownership

Funds ownership: 274.69%302.64% (+28%)

22% more capital invested

Capital invested by funds: $6.84B → $8.36B (+$1.51B)

14% more funds holding

Funds holding: 312355 (+43)

9% more call options, than puts

Call options by funds: $121M | Put options by funds: $111M

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

Holders
355
Holders Change
+43
Holders Change %
+13.78%
% of All Funds
8.85%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
84
Increased
137
Reduced
90
Closed
41
Calls
$121M
Puts
$111M
Net Calls
+$9.65M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$1.36B -$1.56M -74,685 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$686M +$58.9M +2,813,861 +11%
SHIM
3
Spruce House Investment Management
New York
$525M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$365M +$151M +7,195,159 +86%
BlackRock
5
BlackRock
New York
$310M +$7.72M +368,705 +3%
OTPPB
6
Ontario Teachers' Pension Plan Board
Ontario, Canada
$224M +$8.39M +400,501 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$211M +$9.97M +475,889 +6%
American Century Companies
8
American Century Companies
Missouri
$208M +$90.4M +4,315,478 +95%
Goldman Sachs
9
Goldman Sachs
New York
$206M +$51.3M +2,449,273 +39%
Deutsche Bank
10
Deutsche Bank
Germany
$152M +$99M +4,726,261 +267%
Victory Capital Management
11
Victory Capital Management
Texas
$149M +$36.6M +1,746,015 +38%
ACG
12
Anchorage Capital Group
New York
$144M +$21.5M +1,026,445 +20%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$137M +$25.8M +1,229,889 +27%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$132M +$38M +1,816,053 +48%
ZCI
15
Zevenbergen Capital Investments
Washington
$125M -$3.59M -171,659 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$121M +$75.3M +3,595,648 +228%
O
17
OppenheimerFunds
New York
$119M -$24.6M -1,173,533 -19%
State Street
18
State Street
Massachusetts
$103M +$5.68M +271,334 +7%
Wells Fargo
19
Wells Fargo
California
$93.9M +$51.5M +2,459,394 +159%
WRF
20
Waddell & Reed Financial
Kansas
$88.7M +$16M +763,848 +25%
ClearBridge Investments
21
ClearBridge Investments
New York
$86.3M -$3.69K -176 -0%
Federated Hermes
22
Federated Hermes
Pennsylvania
$84.4M +$41.9M +2,000,414 +125%
DLA
23
Douglas Lane & Associates
New York
$81.1M -$1.61M -76,871 -2%
BWCA
24
Brenner West Capital Advisors
New York
$81M +$14.3M +683,300 +25%
Millennium Management
25
Millennium Management
New York
$80.6M -$5.68M -271,377 -7%